Investor universe

The public-regulatory universe, RIAs & family offices (Form ADV) and institutional managers (13F). Click any entity for its profile & holdings. Read-only; public SEC data, no contacts.

Type:AllRIAs / family offices13F managersIssuersAUM ≥:Any$1B$10B$100B

36,242 matches · showing 35601–35700 (page 357 of 363)

EntityTypeAUMLocationAnchor
WealthPoint Financial, LLC →13F manager––CIK 2040860
Wealthquest Corp →13F manager––CIK 1632968
WEALTHRAMP, INC. →RIA / FO––CRD 290683
WealthShield Partners, LLC →13F manager––CIK 1729303
WEALTHSPAN PARTNERS, LLC →13F manager––CIK 1909805
Wealthspire Advisors, LLC →13F manager––CIK 1646247
Wealthspire Retirement, LLC →13F manager––CIK 2040084
Wealthspring Capital LLC →13F manager––CIK 1844495
WealthSpring Partners, LLC →13F manager––CIK 1961292
Wealthstar Advisors, LLC →13F manager––CIK 1602224
WealthTrak Capital Management LLC →13F manager––CIK 2052710
WealthTrust Asset Management, LLC →13F manager––CIK 1867894
WealthTrust Axiom LLC →13F manager––CIK 1425949
WEATHERBIE ADVISORS LTD. →RIA / FO–DENVER, COCRD 340853
WEATHERLY ASSET MANAGEMENT L. P. →13F manager––CIK 934745
Weaver C. Barksdale & Associates, Inc. →13F manager––CIK 1294588
Weaver Capital Management LLC →13F manager––CIK 1552247
Weaver Consulting Group →13F manager––CIK 1780055
WEB SUMMIT VENTURES MANAGEMENT LIMITED →RIA / FO–DUBLINCRD 335054
WEB3 UNIVERSITY →RIA / FO–COLORADO SPRINGS, COCRD 340059
WEBB INVESTMENT NETWORK MANAGEMENT, LLC →RIA / FO–SAN FRANCISCO, CACRD 311579
WEBBRIDGE GLOBAL FOUNDATION →RIA / FO–DENVER, COCRD 340118
WEBER CAPITAL MANAGEMENT LLC /ADV →13F manager––CIK 1099905
Webs Creek Capital Management LP →13F manager––CIK 1825309
WEBSTER BANK, N. A. →13F manager––CIK 1105837
WEBSTER STEVEN A →13F manager––CIK 0001008023
WEBSTERROGERS FINANCIAL ADVISORS, LLC →13F manager––CIK 1841757
WeBuild Ventures O&G, LP →Issuer––CIK 2138028
WEBULL MARKETS LTD. →Issuer––CIK 2140830
WEDBUSH SECURITIES INC →13F manager––CIK 1142495
WEDGE CAPITAL MANAGEMENT L L P/NC →13F manager––CIK 1015308
WEDGEWOOD INVESTORS INC /PA/ →13F manager––CIK 1125243
WEDGEWOOD PARTNERS INC →13F manager––CIK 859804
Wedmont Private Capital →13F manager––CIK 1904274
WEFUNDER →RIA / FO–SAN FRANCISCO, CACRD 167803
WEH Ventures III LLC →Issuer––CIK 2139648
Weidman Jason R. →13F manager––CIK 0002138270
WEIK CAPITAL MANAGEMENT →13F manager––CIK 1278793
Weikel Mark J →13F manager––CIK 0001599351
Weil Company, Inc. →13F manager––CIK 1318011
Weiler Melissa →13F manager––CIK 0001845244
WEILLER CAPITAL ADVISORS, LLC →RIA / FO––CRD 162097
WEINBERG CAPITAL GROUP, INC. →RIA / FO–PEPPER PIKE, OHCRD 163661
Weinberger Asset Management, Inc →13F manager––CIK 2051705
WEISBURD CAPITAL MANAGEMENT LLC →RIA / FO–NEW YORK, NYCRD 342535
WEISLER DION J →13F manager––CIK 0001580693
Weiss Asset Management LP →13F manager––CIK 1357550
WEITE INVESTMENT QUANTIFICATIO →RIA / FO–CHESTERFIELD, MOCRD 342238
Weitkamp Robin Joseph →13F manager––CIK 0002124351
WEITZ INVESTMENT MANAGEMENT, INC. →13F manager––CIK 883965
WEITZ WALLACE R →13F manager––CIK 0000911742
Weitzel Financial Services, Inc. →13F manager––CIK 1846789
Welborn Wesley Miller →13F manager––CIK 0001340386
WELCH & FORBES LLC →13F manager––CIK 105495
WELCH CAPITAL PARTNERS LLC/NY →13F manager––CIK 1042063
Welch Financial Planning, LLC →13F manager––CIK 2085141
Welch Group, LLC →13F manager––CIK 1443095
WELKIN CAPITAL MANAGEMENT LIMITED →RIA / FO–GRAND CAYMANCRD 286114
Well Done, LLC →13F manager––CIK 1667132
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST →13F manager––CIK 1026720
Wellesley Asset Management →13F manager––CIK 1533551
Wellington Grp LLC →13F manager––CIK 2134013
WELLINGTON HARBOR CAP LTD →RIA / FO–NEWARK, NJCRD 337658
WELLINGTON MANAGEMENT GROUP LLP →13F manager––CIK 902219
WELLINGTON PARTNERS →RIA / FO–MUNICH, BAVARIACRD 333839
Wellington Shields & Co., LLC →13F manager––CIK 1506073
Wellington Shields Capital Management, LLC →13F manager––CIK 1506071
Wellment Financial →13F manager––CIK 1940000
WELLS FARGO & COMPANY/MN →13F manager––CIK 72971
Wells Financial Advisors INC →13F manager––CIK 1844454
Wellspring Financial Advisors, LLC →13F manager––CIK 1811308
WELWING CAPITAL GROUP LIMITED →RIA / FO–CENTRALCRD 306751
WENDEL NORTH AMERICA, LLC →RIA / FO–NEW YORK, NYCRD 284733
Wendel SE →13F manager––CIK 1721938
WENDELL DAVID ASSOCIATES INC →13F manager––CIK 878228
Wendler Brett David →13F manager––CIK 0002130344
Weng Roxanne Rena →13F manager––CIK 0002067598
Weng Volker →13F manager––CIK 0001776955
Werba Rubin Papier Wealth Management →13F manager––CIK 1971029
WERKLUND FAMILY OFFICE INC. →RIA / FO–CALGARY, ALBERTACRD 305521
Werlinich Asset Management, LLC →13F manager––CIK 2000493
Wernau Asset Management Inc. →13F manager––CIK 2053236
Werner Roger →13F manager––CIK 0001331837
WERRUS ENERGY MANAGEMENT COMPANY, LLC →RIA / FO–HOUSTON, TXCRD 289561
WESBANCO BANK INC →13F manager––CIK 877134
WESCAP Management Group, Inc. →13F manager––CIK 1667140
Wescott Financial Advisory Group, LLC →13F manager––CIK 1864880
Wesleyan Assurance Society →13F manager––CIK 1773368
WESPAC Advisors SoCal, LLC →13F manager––CIK 1668188
WESPAC Advisors, LLC →13F manager––CIK 1484540
WEST ACRE CAPITAL, LLC →RIA / FO––CRD 331526
WEST BANCORPORATION INC →13F manager––CIK 1166928
West Branch Capital LLC →13F manager––CIK 1738723
WEST BROW CAPITAL MANAGEMENT, LLC →RIA / FO–CHATTANOOGA, TNCRD 335438
WEST END SPV MANAGER LLC →RIA / FO––CRD 340651
West Family Investments, Inc. →13F manager––CIK 1568303
West Financial Advisors, LLC →13F manager––CIK 1843684
WEST FORK CAPITAL ADVISORS LLC →RIA / FO––CRD 328340
West Grove Re Access LLC →Issuer––CIK 2138801
West Grove Re Access Offshore SCSp →Issuer––CIK 2137927
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